iShares S&P 500 Value Index shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $13M | 65k | 190.88 |
| 2024-09-30 | $13M | 65k | 197.17 |
| 2024-06-30 | $12M | 64k | 182.01 |
| 2024-03-31 | $12M | 64k | 186.81 |
| 2023-12-31 | $17M | 98k | 173.89 |
| 2023-09-30 | $15M | 94k | 153.84 |
| 2023-06-30 | $15M | 95k | 161.19 |
| 2023-03-31 | $14M | 94k | 151.76 |
| 2022-12-31 | $21M | 142k | 145.07 |
| 2022-09-30 | $18M | 143k | 128.52 |